Premium Retention & Client Care Associate

Aon plc; United States; On-site; USD 53,000 - 65,000; Full time

Benefits offered by this job

PTO and paid holidays

401(k) with match

Health & wellness programs

Job summary

Lenox Advisors, a NFP Corp. company, is seeking a Customer Service/Retention Specialist to help clients navigate financial decisions and improve policy retention.

You’ll provide expert support on insurance products, advise on payment options, and identify opportunities to add value while maintaining exceptional service. You will interact with Relationship Managers and clients, manage data in MOSAIC, and support a collaborative team in delivering strategic guidance and solutions.

Qualifications

• High School Diploma or equivalent required.
• Solid understanding of MassMutual products and ability to articulate features.
• Strong customer service and communication skills.
• Ability to navigate multiple systems and processes.
• Licensing: Life and Health license preferred or obtainable within 6–12 months.

Responsibilities

• Premium retention: notify clients of overdue premiums via phone or email.
• Track attempts in MOSAIC and keep stakeholders informed.
• Interact daily with clients, Relationship Managers, and internal departments to fulfill requests.
• Advise clients on payment options and where to mail payments.
• Facilitate transactions (credit card, ACH).
• Research information requests and resolve problems.
• Identify potential new sales opportunities through retention communications.
• Ensure data accuracy in MOSAIC and update records.

Skills

Organizational skills

Communication skills

Problem solving

Negotiation

Team player

Independent work

Systems navigation

Education

High School Diploma or equivalent

College Degree preferred

Life and Health License preferred

Tools

MOSAIC

Job description

Lenox Advisors, a NFP Corp. company, is seeking a Customer Service/Retention Specialist to help clients navigate financial decisions and improve policy retention.

You’ll provide expert support on insurance products, advise on payment options, and identify opportunities to add value while maintaining exceptional service. You will interact with Relationship Managers and clients, manage data in MOSAIC, and support a collaborative team in delivering strategic guidance and solutions.